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Intl Dlpd Mrkts SLT EQ ETF (LOEV)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Sterling Capital Management LLC
NEW
Shares542,249
Change+542,249
Value$8.6M
Filed 2026-10-22
Simplicity Wealth,LLC
NEW
Shares467,946
Change+467,946
Value$7.4M
Filed 2026-10-23
Truist Financial Corp
NEW
Shares226,238
Change+226,238
Value$3.6M
Filed 2026-10-30
FWG Investments, Llc.
NEW
Shares194,590
Change+194,590
Value$3.1M
Filed 2026-11-03
Kingdom Financial Group Llc.
NEW
Shares115,888
Change+115,888
Value$1.8M
Filed 2026-11-04
Lloyd Advisory Services, Llc.
NEW
Shares98,515
Change+98,515
Value$1.6M
Filed 2026-11-02
Quest 10 Wealth Builders, Inc.
NEW
Shares60,260
Change+60,260
Value$955.7K
Filed 2026-11-02
Networth Advisors, LLC
NEW
Shares50,680
Change+50,680
Value$803.8K
Filed 2026-11-03
Tounjian Advisory Partners, LLC
NEW
Shares46,365
Change+46,365
Value$735.3K
Filed 2026-11-04
Arcadia Wealth Management, LLC
NEW
Shares37,574
Change+37,574
Value$595.9K
Filed 2026-10-22
Montgomery Financial Services LLC
NEW
Shares32,857
Change+32,857
Value$521.1K
Filed 2026-11-03
B.O.S.S. Retirement Advisors, LLC
NEW
Shares21,475
Change+21,475
Value$340.6K
Filed 2026-10-26
Smart Wealth LLC
NEW
Shares18,170
Change+18,170
Value$288.2K
Filed 2026-11-04
LifeWealth Investments, LLC
NEW
Shares16,915
Change+16,915
Value$268.3K
Filed 2026-10-21
Key Capital Management, Inc
NEW
Shares568
Change+568
Value$9.0K
Filed 2026-11-03
Assetmark, Inc
NEW
Shares122
Change+122
Value$1.9K
Filed 2026-10-21
Compass Financial Management LLC
UNCHANGED
Shares105 from 105
Change0 (0%)
Value$1.7K (-$27)
Filed 2026-10-30
Status
Sterling Capital Management LLC
NEW542,249—+542,249——$8.6M—2026-10-22
Simplicity Wealth,LLC
NEW467,946—+467,946——$7.4M—2026-10-23
Truist Financial Corp
NEW226,238—+226,238——$3.6M—2026-10-30
FWG Investments, Llc.
NEW194,590—+194,590——$3.1M—2026-11-03
Kingdom Financial Group Llc.
NEW115,888—+115,888——$1.8M—2026-11-04
Lloyd Advisory Services, Llc.
NEW98,515—+98,515——$1.6M—2026-11-02
Quest 10 Wealth Builders, Inc.
NEW60,260—+60,260——$955.7K—2026-11-02
Networth Advisors, LLC
NEW50,680—+50,680——$803.8K—2026-11-03
Tounjian Advisory Partners, LLC
NEW46,365—+46,365——$735.3K—2026-11-04
Arcadia Wealth Management, LLC
NEW37,574—+37,574——$595.9K—2026-10-22
Montgomery Financial Services LLC
NEW32,857—+32,857——$521.1K—2026-11-03
B.O.S.S. Retirement Advisors, LLC
NEW21,475—+21,475——$340.6K—2026-10-26
Smart Wealth LLC
NEW18,170—+18,170——$288.2K—2026-11-04
LifeWealth Investments, LLC
NEW16,915—+16,915——$268.3K—2026-10-21
Key Capital Management, Inc
NEW568—+568——$9.0K—2026-11-03
Assetmark, Inc
NEW122—+122——$1.9K—2026-10-21
Compass Financial Management LLC
UNCHANGED10510500%$1.7K$1.7K-$272026-10-30
Showing 17 of 17 institutions